Tax Manager

Jobot; Remote; USD 115,000 - 150,000; Full time

Job summary

A financial services firm is seeking a Tax Manager to oversee tax planning for high net worth individuals and corporations. This role offers remote flexibility and requires a minimum of 5 years in tax management. Ideal candidates are CPA-certified and have strong analytical, communication, and problem-solving skills. Responsibilities include preparing tax returns and providing strategic advice on tax matters. Join a collaborative team in a growing firm that values expertise and exceptional customer service.

Benefits

Medical/Dental/Vision

401K match

Flexible work schedule

Hybrid work model

Qualifications

• Minimum 5 years of experience in tax management.
• Strong background in handling HNW individuals and corporations.
• Knowledge of federal and state tax laws.

Responsibilities

• Oversee tax planning for high net worth individuals and corporations.
• Prepare and review tax returns for individuals and corporations.
• Provide strategic advice on 1031 Exchanges.

Skills

Tax planning

Wealth management

Analytical skills

Communication skills

Problem-solving

Customer service

Education

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Tools

Tax software

Microsoft Office Suite

Job description

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details: Tax Manager (Remote) / $$$ / HNW, Trust and Estate Planning / Flexible on location and schedule

Salary: $115,000 - $150,000 per year.

Jobot Job is hosted by: Joseph Sipocz.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

About us

We are seeking a dynamic and experienced Tax Manager to join our team. This is a hybrid role, combining both in‑person and remote work, offering flexibility and a balanced work‑life environment. You will be a part of a fast‑paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued. This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.

Why join us?

• Medical/Dental/Vision
• 401K match
• Hybrid
• Flexible on location
• Growing firm

Responsibilities

• Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
• Provide strategic advice related to 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on behalf of our clients.
• Conduct comprehensive income tax planning for clients.
• Ensure compliance with all federal, state, and local tax laws and regulations.
• Provide expert guidance on gift tax matters.
• Collaborate with other departments to provide integrated financial solutions for clients.
• Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
• Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.

Qualifications

• A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
• A Certified Public Accountant (CPA) designation is preferred.
• Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
• Extensive experience in managing high net worth individual and corporate accounts.
• Proficiency in dealing with the IRS and other regulatory bodies.
• Enrolled Agent (EA) certification is a plus.
• Strong knowledge of wealth management strategies.
• Excellent analytical and problem‑solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work in a fast‑paced, dynamic environment and manage multiple tasks simultaneously.
• High degree of professionalism and integrity.
• Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
• A commitment to providing top‑tier customer service.
• Ability to work both independently and as part of a team.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!